Taylor Romweber

1. Community
2. SafeSend Suite - Feature Requests
3. Client Confusion on Organizer Section of Gather

Preferably, we'd like the page buttons on the bottom right. The "Next" button should show whatever the next step is: Sign Engagement Letter Section: "Next" button would say "Fill Out Organizer" Or...

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• Created March 12, 2025 17:52
• 2 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal Naming Convention - 2025 Tax Year

The sorting of documents does not make sense. Documents attached to a gather organizer go in the correct folder which is based on tax year. Documents sent via exchange just get associated with the ...

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• Created March 27, 2025 16:01
• 1 vote